Welcome to our best financial services innovation articles and thought leadership discussions that the Institute for Innovation Development (IID) developed throughout 2024. The Institute is both a business innovation platform and a network of financial services innovators dedicated to increasing awareness, understanding, and spurring more usage of important innovations in thinking and next-generation products/services for financial advisors and industry executives.
Our four Pillars of Coverage focus on where “innovation” is most at play in the industry:
1.) Financial Technology,
2.) Progressive Asset Management,
3.) New Art and Science of Client/Community Engagement,
4. )Practice/Business Management Mindset and Strategy.
We actively search for and work with key innovative firms and leaders across these four innovation areas including interviews with FinTech CEOs, innovative business leaders/consultants, progressive asset managers, as well as, exploring next-generation client and community engagement strategies to uncover leading trends, opportunities, and threats within our evolving industry.
Please review and explore our list of top articles below which will also give you an indication of the innovative people, discussions, and topics that we will continue to explore and bring to you in 2025.
Join us for the ride! Cheers!
Uncovering Fintech Companies and Next-Generation Advisor Services:
The Wealth Transfer $18 Trillion Philanthropy Opportunity (TIFIN Give)
Digital Vaults Evolution into A Must-Have Advisor Technology (FutureVault)
The AI Advantage in Wealth Management (TIFIN)
Designing A Generative AI Assistant for Private Markets (Helix by HL)
Next Steps for Wealth Management Technology (Vestmark)
Uncovering Practice Management/Business Growth Strategies:
Wealth Management Research Uncovers Three Trends That Will Shape 2024 (Accenture)
Innovating Smarter Employer Group Health Plans (AffordaCare Insurance)
The Financial Simplicity and Effectiveness of Bucket Planning (C2P)
Engineering Innovation by Focusing on People (Chang Industrial)
Creating A Financial Services Business Accelerator (FLX Networks)
How To Transform Your Financial Business Model with Tax Services (Fortune Tax Alliance)
How The ‘Four Capitals of Wealth' Applies to Executives and Business Owners (Schultz Financial Group)
Advisors Offering Succession Planning to Business Clients (Schultz Financial Group)
The Sowell Way--A Modern Turnkey Strategy for Independent Advisors (Sowell Management)
Uncovering the Art and Science Behind Marketing and Engagement Strategies:
Client Life Management--Engagement as Business Alpha (FutureVault)
Strategically Applying Financial Services Business Solutions (FLX Networks)
Upgrading PR Strategies for Outcome-Driven Impact (Sondhelm Partners)
Strategically Designing a Trusted Retail Investor and Advisor Community (Wealthtender)
Sales And Marketing Need an Integrated Strategy (Sondhelm Partners)
Uncovering Asset Management Trends and Strategic Support for Asset Managers:
Disrupting The Ordinary Relationship Between Asset Manager and Advisor (Blueprint Investment Partners)
A Business Model Innovation Mindset for Financial Services (FLX Networks)
Using AI To Weave the Fabric of Data and Intelligence for Fund Product Distribution (TIFIN)
Winning The Asset Management Performance Challenge (Trendrating)
State Of The 2024 Asset Management Industry (Ultimus Fund Solutions)
Uncovering Progressive Investment Management Perspectives:
A Perspective on Interest Rates and Small Caps (180 Degree Capital Corp)
Uncorrelated Alpha: A Market-Neutral, Hedge Fund-Of-Funds Investment Strategy (Arctium Capital Management)
A Nuanced Macroeconomic Approach to Investing (Astor Investment Management)
Perspectives On Large-Cap Value Investing (Great Lakes Advisors)
Structured Product Solutions for Managing Capital and Risk (SCG Asset Management)
Reassessing Opportunities in The Evolving Bond Market (Weitz Investment Management)
Uncovering Deep Dive Thought Leadership on Different Areas of the Investment Markets:
Business Creation and Investing in Emerging Markets (Commonwealth Funds, FCA Corp)
The Resurgence of The CLO Marketplace (Flat Rock Global)
Investing In the Pivotal $900 Billion Compliance Carbon Market (Krane Funds Advisors)
Exploring A Real Estate Niche in The Private Credit Markets (Pender Capital)
Revisiting The Mortgage Investment Corporation (MIC) for Alternative Income (Perch Capital)
Covering Eclectic Mix of Conferences:
State Of The 2024 Asset Management Industry--Ultimus 2024 Client Summit Review (Ultimus Fund Solutions)
The NAIFA Nation Emerges--2024 Conference Review (NAIFA)
Delivering Business Intelligence in The Asset Management Industry (SME Forum)
Synapse 2024 And the Business of Innovation (SynapseFL)
In 2024 we launched a few new ongoing article series reporting on important industry issues which we will be continuing to explore in 2025:
Uncovering “AI in Financial Services” Deep Dive Series with Nathan Stevenson, CEO of ForwardLane:
A 2030 Vision of AI In Financial Services (ForwardLane)
The ROI Of AI In Financial Services (ForwardLane)
Building Transparency and Trust in AI Fintech (ForwardLane)
Uncovering Advanced Planning “Hidden Threats to Retirement” (in partnership with NAIFA):
The ‘Shadow' Caregiving System and Economy (NAIFA & Carroll Golden)
How Not to Pull Your Life Apart Caregiving (Book Review)
Integrating Caregiving and Medicare in Retirement Planning (Carroll Golden & Dan Mangus)
Uncovering Asset Manager Performance Support with Rocco Pellegrinelli CEO of Trendrating:
Strategically Expanding Active Management Research Tools (Trendrating)
Winning The Asset Management Performance Challenge (Trendrating)
Thank you for reading and much more to come in 2025!
Bill Hortz
Founder, CEO & Dean
Institute for Innovation Development
The Institute for Innovation Development is an educational and business development catalyst for growth-oriented financial advisors and financial services firms determined to lead their businesses in an operating environment of accelerating business and cultural change. We operate as a business innovation platform and educational resource with FinTech and innovative financial services firm members to openly share their unique perspectives and activities. The goal is to build awareness and stimulate open thought leadership discussions on new or evolving industry approaches and thinking to facilitate next-generation growth, differentiation, and unique community engagement strategies. The institute was launched with the support and foresight of our founding sponsors – Ultimus Fund Solutions, FLX Networks, TIFIN, NAIFA, Advisorpedia, NASDAQ, Wealthtender, Harvest, FAIQ Think Tank, Pershing, Fidelity, Voya Financial, and Charter Financial Publishing (publisher of Financial Advisor and Private Wealth magazines).
Institute for Innovation Development www.innovationdevelopment.org @innovationIID IID©2025
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